| REAP Financial Group, LLC | 1 | $28 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $110 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $110 | 0.00% | +2 | New |
| Parallax Volatility Advisers, L.P. | 3 | $165 | 0.00% | −19,109−100.0% | Reduced |
| Hexagon Capital Partners LLC | 3 | $165 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $165 | 0.00% | +3 | New |
| Harbor Investment Advisory, LLC | 4 | $221 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $276 | 0.00% | −16−76.2% | Reduced |
| WPG Advisers, LLC | 5 | $276 | 0.00% | +5 | New |
| NewSquare Capital LLC | 6 | $331 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 6 | $331 | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 10 | $551 | 0.00% | +10 | New |
| Crowley Wealth Management, Inc. | 11 | $606 | 0.00% | +11 | New |
| Continuum Advisory, LLC | 13 | $717 | 0.00% | −5−27.8% | Reduced |
| Clark Wealth Partners | 13 | $717 | 0.00% | +13 | New |
| Raleigh Capital Management Inc. | 15 | $827 | 0.00% | −19−55.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $827 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 17 | $937 | 0.00% | +17 | New |
| Carolinas Wealth Consulting LLC | 17 | $938 | 0.00% | −5−22.7% | Reduced |
| Trifecta Capital Advisors, LLC | 18 | $993 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 19 | $1.05K | 0.00% | +19 | New |
| Core Alternative Capital | 21 | $1.16K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 22 | $1.21K | 0.00% | +22 | New |
| Truvestments Capital LLC | 25 | $1.38K | 0.00% | +25 | New |
| Murphy & Mullick Capital Management Corp | 25 | $1.38K | 0.00% | +25 | New |
| TFC Financial Management | 27 | $1.49K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $1.65K | 0.00% | −5−14.3% | Reduced |
| Bangor Savings Bank | 33 | $1.82K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 37 | $2.04K | 0.00% | −22−37.3% | Reduced |
| Financial Management Professionals, Inc. | 37 | $2.04K | 0.00% | −26−41.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 37 | $2.04K | 0.00% | −2−5.1% | Reduced |
| Atticus Wealth Management, LLC | 41 | $2.26K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 41 | $2.26K | 0.00% | +11+36.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45 | $2.48K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $2.59K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 49 | $2.70K | 0.00% | +49 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 51 | $2.81K | 0.01% | +51 | New |
| Studio Investment Management LLC | 52 | $2.87K | 0.00% | +52 | New |
| Sierra Ocean, LLC | 52 | $2.88K | 0.00% | +52 | New |
| Abound Wealth Management | 57 | $3.14K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 70 | $3.86K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 70 | $3.86K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 71 | $3.91K | 0.00% | −15−17.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 74 | $4.08K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 75 | $4.13K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 78 | $4.29K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $4.41K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 82 | $4.51K | 0.00% | +16+24.2% | Added |
| Millstone Evans Group, LLC | 82 | $4.52K | 0.00% | +82 | New |
| HighMark Wealth Management LLC | 83 | $4.58K | 0.00% | −9−9.8% | Reduced |
| Evelyn Partners Asset Management Ltd | 88 | $4.85K | 0.00% | +88 | New |
| UMA Financial Services, Inc. | 90 | $4.96K | 0.00% | +90 | New |
| Pin Oak Investment Advisors Inc | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 91 | $5.02K | 0.00% | +91 | New |
| Whipplewood Advisors, LLC | 94 | $5.18K | 0.00% | +94 | New |
| Tortoise Investment Management, LLC | 98 | $5.40K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $5.51K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 100 | $5.51K | 0.00% | +15+17.6% | Added |
| Icon Advisers Inc | 100 | $5.51K | 0.00% | +100 | New |
| Westside Investment Management, Inc. | 100 | $5.51K | 0.00% | +100 | New |
| Sachetta, LLC | 102 | $5.62K | 0.00% | +26+34.2% | Added |
| Ancora Advisors, LLC | 104 | $5.75K | 0.00% | −3−2.8% | Reduced |
| Colonial Trust Advisors | 109 | $6.01K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 111 | $6.12K | 0.00% | −228−67.3% | Reduced |
| Manchester Capital Management LLC | 114 | $6.29K | 0.00% | −3−2.6% | Reduced |
| FPC Investment Advisory, Inc. | 114 | $6.35K | 0.00% | +114 | New |
| AdvisorNet Financial, Inc | 118 | $6.50K | 0.00% | −236−66.7% | Reduced |
| SBI Securities Co., Ltd. | 121 | $6.67K | 0.00% | +121 | New |
| Grove Bank & Trust | 124 | $6.84K | 0.00% | +60+93.8% | Added |
| Capital Advisors, Ltd. LLC | 128 | $7.00K | 0.00% | +15+13.3% | Added |
| Prestige Wealth Management Group LLC | 139 | $7.66K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 149 | $8.21K | 0.00% | −1−0.7% | Reduced |
| Webster Bank, N. A. | 152 | $8.38K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 152 | $8.38K | 0.00% | −9−5.6% | Reduced |
| CVA Family Office, LLC | 153 | $8.44K | 0.00% | +35+29.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 157 | $8.70K | 0.00% | −85,701−99.8% | Reduced |
| Bruce G. Allen Investments, LLC | 158 | $8.71K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 160 | $8.82K | 0.00% | −49−23.4% | Reduced |
| JFS Wealth Advisors, LLC | 160 | $8.82K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 161 | $8.88K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 169 | $9.00K | 0.00% | −31−15.5% | Reduced |
| Hemington Wealth Management | 176 | $9.00K | 0.00% | +5+2.9% | Added |
| Coppell Advisory Solutions LLC | 164 | $9.02K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 176 | $9.70K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 179 | $9.87K | 0.00% | +2+1.1% | Added |
| Itau Unibanco Holding S.A. | 188 | $10.4K | 0.00% | +17+9.9% | Added |
| Farmers & Merchants Investments Inc | 210 | $11.6K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 211 | $11.6K | 0.00% | +211 | New |
| Rise Advisors, LLC | 230 | $12.7K | 0.01% | +1+0.4% | Added |
| Kozak & Associates, Inc. | 237 | $12.8K | 0.00% | −171−41.9% | Reduced |
| Rothschild Investment LLC | 239 | $13.2K | 0.00% | −46−16.1% | Reduced |
| Trust Co of Vermont | 256 | $14.1K | 0.00% | −4−1.5% | Reduced |
| Rocky Mountain Advisers, LLC | 300 | $16.5K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 309 | $17.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 330 | $18.2K | 0.00% | −22−6.3% | Reduced |
| TD Private Client Wealth LLC | 351 | $19.4K | 0.00% | −3,383−90.6% | Reduced |
| Rosenberg Matthew Hamilton | 355 | $19.6K | 0.01% | +102+40.3% | Added |